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Ronald Michael Roche

ROBSHAW & JULIAN ASSOCIATES INC·WILLIAMSVILLE, New York
Unclaimed Profile
6255 SHERIDAN DRIVE, WILLIAMSVILLE, NY 14221CRD# 1234364Firm CRD# 110305
01

About

Ronald Michael Roche is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with ROBSHAW & JULIAN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROBSHAW & JULIAN ASSOCIATES INC
ROBSHAW & JULIAN ASSOCIATES INC
AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ROBSHAW & JULIAN ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1234364
Firm CRD# 110305
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald Michael Roche offer?
Ronald Michael Roche specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Ronald Michael Roche's credentials?
Ronald Michael Roche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Michael Roche located?
Ronald Michael Roche is based in WILLIAMSVILLE, New York, working with ROBSHAW & JULIAN ASSOCIATES INC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Ronald Michael Roche charge for services?
Ronald Michael Roche's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROBSHAW & JULIAN ASSOCIATES INC?
ROBSHAW & JULIAN ASSOCIATES INC has approximately 4 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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